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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $16.1B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 283 increasing their positions, 212 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$277K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
626
Sage Mountain Advisors
Georgia
$60.7K
AWM
627
Abound Wealth Management
Tennessee
$60K
TC
628
Truvestments Capital
Florida
$60K
FF
629
Finley Financial
Nevada
$56.8K
FAM
630
Flaharty Asset Management
Florida
$56.6K
BCWM
631
Bartlett & Co Wealth Management
Ohio
$56.4K
NS
632
NBC Securities
Alabama
$55K
MBFW
633
Morton Brown Family Wealth
Pennsylvania
$53.3K
CT
634
Caldwell Trust
Florida
$49.7K
BWL
635
Bogart Wealth LLC
Virginia
$47.9K
AG
636
AmeriFlex Group
Nevada
$47.4K
PCTC
637
Perkins Coie Trust Company
Washington
$47.3K
MFT
638
Moisand Fitzgerald Tamayo
Florida
$46.6K
CWP
639
Concord Wealth Partners
Virginia
$45.9K
TFGT
640
TS Financial Group (TSFG)
Illinois
$45K
WCM
641
Winthrop Capital Management
Indiana
$45K
NCM
642
Northwest Capital Management
Oregon
$40.9K
SWIM
643
Smallwood Wealth Investment Management
New Jersey
$40.9K
HC
644
Hoese & Co
Minnesota
$40.7K
AA
645
Ancora Advisors
Ohio
$40.1K
SIS
646
Sound Income Strategies
Florida
$39.5K
BONH
647
Bank of New Hampshire
New Hampshire
$39K
Franklin Resources
648
Franklin Resources
California
$38.3K
GWSG
649
GPS Wealth Strategies Group
Colorado
$37.5K
CAWM
650
Capital A Wealth Management
Pennsylvania
$37.2K